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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,057 | $129,737-83.0% | $119,126-81.5% | $154,746-85.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.05% | 379.08%-367.0pp | 282.11%-270.1pp | 172.34%-160.3pp |
| Employer contribution / active EE | $12,587 | $4,375+187.7% | $4,034+212.0% | $4,379+187.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $142 | $11,961-98.8% | $10,693-98.7% | $14,365-99.0% |